IWA
TU icon

Icon Wealth Advisors’s Telus TU Stock Holding History

Icon Wealth Advisors’s Portfolio TU Stock Details TU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,730
Closed -$124K – 495
2024
Q1 		$124K Buy
7,730
+1,746
+29% +$30.5K 0.01% 435
2023
Q4 		$106K Buy
+5,984
New +$103K 0.01% 420
2022
Q4 		– Sell
-6,052
Closed -$120K – 405
2022
Q3 		$120K Buy
+6,052
New +$135K 0.01% 370

Other funds holding TU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Icon Wealth Advisors's TU Position: Q2 2024 in Review

Icon Wealth Advisors sold out of Telus (TU) in Q2 2024, closing a stake of 7,730 shares — an estimated $124K sold.

Icon Wealth Advisors first reported a position in TU in Q3 2022 and held it in 3 quarters. The position peaked at $124K in Q1 2024. 305 funds tracked by Wall St. Rank hold TU as of Q2 2024.

  • Icon Wealth Advisors reported no remaining Telus position as of Q2 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 7,730 Telus shares in Q2 2024, an estimated $124K.
  • Icon Wealth Advisors first reported a position in Telus in Q3 2022 and held it in 3 quarters.
  • Icon Wealth Advisors's Telus position peaked at $124K in Q1 2024.
  • 305 funds tracked by Wall St. Rank held Telus as of Q2 2024.

Based on Icon Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.